Viewing as Super admin · Owner · Chris
Customer 360 · Personal · since 2024-07-16
Samuel Osei
Houston, TX · Producer Priya Natarajan · Source: SEO · Flood Insurance Guides
Policies
1
Annual premium
$3,682
Lifetime value
$6,702
Retention risk
77
Household
1
Household
- Samuel Osei
Exposures
- Condo · HO-6
- 2023 Lexus RX
Risk profile
- Property
- Standard
- Auto
- Clean MVR
- Liability
- Moderate
- Gap
- See cross-sell
Policies
| Number | Line | Carrier | Premium | Term | Status |
|---|---|---|---|---|---|
| TRA-7760085 | Auto | $3,682 | 2025-07-01 → 2026-07-01 | Active |
Opportunities & service
- Renewal Nov 15Review call
- No open items
Timeline
Captured automatically
- Oct 3call.recordedInbound call · billing question · 4m 08sSystem
- Sep 21email.sentAnnual review summary sentHuman
- Aug 30document.extractedMortgagee letter parsedAI